AP

Appleton Partners Portfolio holdings

AUM $1.41B
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$910M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.16M
3
+$2.15M
4
AAPL icon
Apple
AAPL
+$1.72M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.71M

Top Sells

1
+$3.22M
2
+$1.41M
3
+$818K
4
STZ icon
Constellation Brands
STZ
+$731K
5
AMT icon
American Tower
AMT
+$678K

Sector Composition

1 Technology 15.78%
2 Financials 13.5%
3 Healthcare 11%
4 Consumer Discretionary 7.4%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$627K 0.07%
5,500
+106
177
$621K 0.07%
23,236
-3,400
178
$618K 0.07%
12,945
-1,450
179
$614K 0.07%
6,163
-161
180
$602K 0.07%
2,560
181
$586K 0.06%
14,805
+3,741
182
$585K 0.06%
19,381
+445
183
$582K 0.06%
4,672
+73
184
$580K 0.06%
6,110
-90
185
$572K 0.06%
4,000
-953
186
$560K 0.06%
3,185
187
$558K 0.06%
9,145
+2,350
188
$549K 0.06%
8,552
-1,584
189
$523K 0.06%
4,079
190
$519K 0.06%
6,140
+515
191
$514K 0.06%
2,414
-425
192
$514K 0.06%
3,220
-350
193
$512K 0.06%
5,468
194
$510K 0.06%
7,780
-730
195
$507K 0.06%
86,200
+9,000
196
$491K 0.05%
3,198
-115
197
$483K 0.05%
5,271
198
$479K 0.05%
+2,420
199
$475K 0.05%
2,234
-46
200
$472K 0.05%
5,463
-78
6 7
8
9 10